Shubz

@scicando

Buy-side credit. Increasingly Witty. fan and once played chess with 🇧🇼🇿🇦🇬🇧🇺🇸

New York, NY
Vrijeme pridruživanja: prosinac 2010.

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  1. proslijedio/la je Tweet

    Old investor letter I wrote circa 2009!

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  2. proslijedio/la je Tweet
    4. velj

    Rare opportunity. If you want to see a Series C deck from a hot company, has shared the deck from 🔥🚀

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  3. proslijedio/la je Tweet
    prije 16 sati

    Interesting stock pitch on Zillow from Sohn last year Biggest takeaway was that the unit economics on ibuying don't have to be as good as people think b/c the ancillary services will have high attach rates. (ie seller leads, mortgage, renovation)

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  4. proslijedio/la je Tweet
    4. velj

    Clash of the titans is underway:$GOOG seems determined to spend aggressively to increase its share of cloud, one of $AMZN’s most profitable divisions, and is going after ecommerce with in-app advertising on You-Tube. Meanwhile, is scaling POS advertising dramatically.

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  5. proslijedio/la je Tweet
    3. velj

    Wanna be filled in on a little secret? When we are trying to determine pricing for an apartment where we are setting the high watermark comp for rent in an area, we always push out a fake Craigslist ad to determine demand and price points. Helped us be high bidder on some deals.

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  6. proslijedio/la je Tweet
    3. velj

    Three cloud infrastructure providers over $10B revenue run-rate: Amazon AWS: $40B run-rate/ growing 34% annually Microsoft Azure: $20B run-rate/ growing 62% annually Google Cloud: $10B run-rate/ growing 53% annually Amazingly, Microsoft Azure & Google Cloud growth accelerating.

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  7. proslijedio/la je Tweet
    3. velj

    I, for one, am rooting for new CEO Sandeep Mathrani to succeed, just like the CEOs of: IBM Adobe Microsoft Alphabet/Google Deloitte Mastercard Wayfair Very soon the stereotype for children of Indian immigrants will change from doctors/engineers to " S&P 500 CEOs" 😉

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  8. proslijedio/la je Tweet
    3. velj

    Success doesn't come in one flavor. In the last quarter, Atlassian spent: 17% of revenue on sales & marketing (S&M) 42% of revenue on research & development (R&D) OTOH, Zoom spent: 58% of revenue on S&M 11% of revenue on R&D Both companies are very free cash flow generative.

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  9. proslijedio/la je Tweet

    Why are all value premium researchers dropping their shorts? That's just weird...

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  10. proslijedio/la je Tweet
    2. velj
    Odgovor korisniku/ci

    the more sophisticated the LP, the less they cared about this - they cared about market position, reputation, relationship, trustworthiness, communication, and what founders say about you

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  11. proslijedio/la je Tweet
    31. sij 2019.

    1/ I love book lists. But I also find myself reading a ton of children’s books to my 4 yr old daughter and never see book lists for that. So I am starting one here. Hoping others can share those they love so I can learn. When we like entire series, it is indicated (series).

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  12. proslijedio/la je Tweet
    2. velj

    Drop your website/offer/blog & I’ll grade it on a scale of 1-100! I’ll throw in a few tips/pointers if you RT this for your followers.

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  13. proslijedio/la je Tweet

    🎯 Small businesses don’t stay small on purpose. Fragility explains 9/10th of price. Going to zero is not uncommon. It’s also the biggest opportunity. Big rewards for mitigating risk, adding structure, and releasing the lids inhibiting growth.

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  14. proslijedio/la je Tweet
    28. sij

    I had a great discussion with on the "Invest Like the Best" podcast about: Investing in enterprise software Enterprise software business models Unit economic traps Building software companies efficiently And much much more! Listen here:

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  15. proslijedio/la je Tweet
    30. sij

    Yesterday I posted a super basic article on differences between a Traditional IRA and Roth IRA. I’m trusting you all to find any mistakes I made.

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  16. proslijedio/la je Tweet
    30. sij
    Odgovor korisniku/ci

    and

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  17. proslijedio/la je Tweet
    29. sij

    This 2x2 matrix, which I believe was adapted from Andy Grove's book High Output Management, is one of the most useful business and life hacks I know. I use it all the time with business colleagues and even my own family. Quick assessment based on 2 traits -> ideas on how to help.

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  18. proslijedio/la je Tweet

    First 70 minutes: model, industry selection, operations, nerdy investing talk Last 9 minutes: Me getting caught off guard by questions about my faith journey and bumbling through a lightly coherent response

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  19. proslijedio/la je Tweet
    29. sij

    No wrong answers but here are some “basic” ones that smart PMs should look beyond quickly ( HT to for suggesting I add these). “Sort by engagement/CTR alone” - ducks the core question, naive and impractical. Unless there’s a galaxy version of this reflecting deep insight.

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  20. proslijedio/la je Tweet
    29. sij

    5 years ago my entrepreneurial goals were... - Build a startup and take over a huge market - Raise funds, build big team - Be published on TechCrunch 😅 Now: - Focus on niche vs. go wide - Built two mid 6 figures businesses, both profitable - Build personal brand / community

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